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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
Jackson Wealth Management
Florida
$1.69M -$1.22M -4,110 -43%
PCM
2002
Pennsylvania Capital Management
Pennsylvania
$1.69M -$6.24K -21 -0.4%
MFG
2003
MidWestOne Financial Group
Iowa
$1.68M -$299K -1,008 -16%
CWMU
2004
Caliber Wealth Management (Utah)
Utah
$1.68M -$919K -3,094 -36%
FWM
2005
Fairhaven Wealth Management
Illinois
$1.68M -$46K -155 -3%
RZH
2006
Relyea Zuckerberg Hanson
Connecticut
$1.67M +$82.3K +277 +5%
AIP
2007
Ahrens Investment Partners
Louisiana
$1.67M -$1.01M -3,394 -39%
DSN
2008
D. Scott Neal
Kentucky
$1.67M – – –
CPA
2009
Capital Planning Advisors
California
$1.66M +$291K +979 +22%
HL
2010
HeadInvest LLC
Maine
$1.66M +$23.2K +78 +1%
HZ
2011
Hixon Zuercher
Ohio
$1.66M -$186K -625 -10%
CAM
2012
CPA Asset Management
Florida
$1.64M +$1.58M +5,321 New
EWM
2013
Executive Wealth Management
Michigan
$1.64M +$1.17M +3,938 +285%
FCFC
2014
First Citizens Financial Corp
Iowa
$1.64M +$14.8K +50 +1%
CCM
2015
Consolidated Capital Management
California
$1.64M -$48.4K -163 -3%
EDRIA
2016
Edmonds Duncan Registered Investment Advisors
Kansas
$1.64M – – –
HFM
2017
Harvest Fund Management
China
$1.63M -$886K -2,985 -36%
CWP
2018
CFM Wealth Partners
Texas
$1.63M +$335K +1,129 +27%
TP
2019
Tranquility Partners
Tennessee
$1.63M +$115K +386 +8%
NGA
2020
Naples Global Advisors
Florida
$1.63M -$10.4K -35 -0.7%
IIL
2021
Insight Inv LLC
California
$1.62M +$7.42K +25 +0.5%
BMWM
2022
Brown Miller Wealth Management
Virginia
$1.62M -$7.72K -26 -0.5%
VDI
2023
Vaughan David Investments
Illinois
$1.62M -$407K -1,371 -21%
APWM
2024
Atlas Private Wealth Management
New York
$1.62M +$73.4K +247 +5%
EFG
2025
Everhart Financial Group
Ohio
$1.62M +$310K +1,044 +25%
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